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Clint Dunn

@Beaird Harris Wealth Management, Llc

Latest period2024 - Q3ReportedManaged Assets$1.145BTotal holdings511
Assets growth rate7.76%Assets growth rate (2-Q avg)5.66%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Beaird Harris Wealth Management, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 511 positions.

Assets under management

The assets under management (AUM) of Beaird Harris Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.145B in assets, with a quarterly growth rate of 7.76% and a 2-quarter average growth rate of 5.66%. The portfolio is managed by Clint Dunn, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VEAVanguard Tax-managed Fds
Recent Activity
Increased 5.34%
2.67%
$30.549M
578,473 shares@ $52.81 avg price
AVDVAmerican Centy Etf Tr
Recent Activity
Increased 5.08%
2.43%
$27.745M
392,592 shares@ $70.68 avg price
AVLCAmerican Centy Etf Tr
Recent Activity
Increased 20.66%
2.32%
$26.545M
402,073 shares@ $66.02 avg price
IVVIshares Tr
Recent Activity
Increased 2.53%
0.97%
$11.02M
19,105 shares@ $576.82 avg price
BITBBitwise Bitcoin Etf Tr
Recent Activity
Increased 135.69%
0.65%
$7.333M
211,994 shares@ $34.6 avg price
TSLATesla Inc
Recent Activity
Increased 1089.78%
0.6%
$6.789M
25,949 shares@ $261.64 avg price
VTIVanguard Index Fds
Recent Activity
Increased 13.37%
0.59%
$6.679M
23,589 shares@ $283.16 avg price
MUBIshares Tr
Recent Activity
Increased 0.51%
0.41%
$4.633M
42,654 shares@ $108.63 avg price
VNQVanguard Index Fds
Recent Activity
Increased 11.83%
0.39%
$4.378M
44,939 shares@ $97.43 avg price
BSVVanguard Bd Index Fds
Recent Activity
Increased 2.66%
0.36%
$4.067M
51,683 shares@ $78.69 avg price